Allworth Financial LP
Holdings in CWBC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $162,292 | 7,213 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $147,568 | 7,081 | Shares | Sole | 2025-12-02 |
| 2025-06-30 | $137,135 | 7,029 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $129,637 | 7,015 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $36,996 | 1,910 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $36,786 | 1,910 | Shares | Sole | 2024-10-23 |
| 2024-06-30 | $35,335 | 1,910 | Shares | Sole | 2024-07-24 |